Whistle Stop Financial Advice fees
Financial planner in Birmingham, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 2, 2026, Whistle Stop Financial Advice (Birmingham, MI) charges $300-$500 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change.
- Hourly rate
- $300-
$500/hr Above the Michigan median of $250; 85% of the 78 other planners in Michigan that publish an hourly rate charge less. The one other planner in Birmingham charges less.
“Tiered Hourly Rate Tier Hours One $500 1 Two to Three $450 2 Four to Six $400 3 Seven to Ten $350 4 Over Ten $300”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Whistle Stop Financial Advice bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The cost will be assessed at a tiered hourly rate and billed upon each deliverable.”
- “Work under a renewed engagement will not commence, nor be invoiced, unless the client agrees to the proposed hours, such as with written notice or in a meeting with us.”
- “Our time is billed in six-minute increments (resulting in less cost if our work is completed under the quoted time).”
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Clients
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of July 2, 2026
- CRD number
- 334048 (opens in new tab)
- Phone
- (248) 219-8930
Other planners in Birmingham that publish fees
- Q3 Asset Management CorporationBirminghamHourly $200/hr
- Quarton Capital PartnersBirminghamHourly up to $250/hr, Flat up to $1,500
More planners in Michigan that publish fees
- Efficient Planning Solutions LLCOak ParkAnnual from $750/yr
- Cultivate Financial Wellness, LLCHowellHourly $350/hr, Flat $3,000-$20,000
- Retirement Income Solutions, Inc.Ann ArborFlat from $1,500
- 320 Life Financial PlanningHollandHourly $250/hr
- DBS Investment Advisers, LLCBay CityHourly $200/hr, Flat $395-$5,000
- Namesake GroupRochesterHourly $250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.